1. Home
  2. 💰 Finance
  3. Moment
Moment - Portfolio Tracker

Moment - Portfolio Tracker

Every asset in one place

1 ratings
2 reviews
📊 Productivity
💰 Finance
Free
In-App Purchases

Details

Released
September 29, 2026
Updated
October 16, 2026

Features

Developer

Yao Xu
✨Promote your app ✨
Moment - Portfolio Tracker screenshot #1 for iPhone
Moment - Portfolio Tracker screenshot #2 for iPhone
Moment - Portfolio Tracker screenshot #3 for iPhone
Moment - Portfolio Tracker screenshot #4 for iPhone
iphone
ipad
🧾$18.00
In-App Purchase↘︎
⭐2
Reviews↘︎
📝1+ tags
Tags↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Track all your financial assets, from stocks and crypto to property, in one unified view. It calculates real returns, imports data from various sources, and keeps your financial information private on your device.

✓Unified net worth curve for all assets
✓Real return calculation (time-weighted)
✓Import data from broker statements (CSV, PDF, screenshots)
✓Complete asset catalog with automatic updates
✓Local data storage for privacy
✓Sync across devices via iCloud
Show original description

What's New in Moment

1.0

October 16, 2026

1

Subscriptions & In-App Purchases

$18.00

Moment Pro

Lifetime Pro

User reviews

Most RecentHighest RatedLowest Rated

很实用的工具

能够覆盖日常所需，一目了然
HHunter666s

Response from developer

谢谢你的好评！能让你一目了然，正是我们做 Moment 最想达到的效果。以后用着有任何想法或不顺手的地方，欢迎随时来信 support@portfoliomoment.com，我们会认真看。

Great portfolio tracker

Clean, fast, and easy to use. The UI feels very polished and the portfolio overview is clear without being overwhelming. Really enjoying it so far.
Wwqlululu

Response from developer

Thank you for the kind words! We put a lot of care into keeping Moment clean and clear, so it’s great to hear that comes through. If you ever have an idea or run into anything, we’d love to hear it at support@portfoliomoment.com.

FAQ

What financial assets can I track with Moment?

Moment allows you to track a wide range of assets including stocks, ETFs, funds, bonds, crypto, cash, and property. It converts everything into your base currency to display a single net-worth curve.

How does Moment calculate returns?

Moment computes time-weighted returns from your actual transactions, ensuring that deposits and withdrawals do not distort the performance figures. It also tracks cost basis, P&L, dividends, and interest per holding.

Can I import my existing financial data into Moment?

Yes, Moment supports importing activity exports from various brokers like Schwab, Fidelity, and Coinbase, as well as PDF statements and holdings screenshots. It recognizes formats, deduplicates imports, and flags missing statements.

Is my financial data secure with Moment?

Moment prioritizes your privacy by storing your holdings in a local database on your device. When requesting price data, only the asset symbol is sent to servers, not quantities or account details.

Does Moment have ads?

No, Moment is ad-free. The app is designed to provide a clean and uninterrupted user experience without any advertisements.

On which devices can I use Moment?

Moment is built for iPhone and iPad, utilizing native SwiftUI for a seamless experience. It also supports Mac devices.

How often is Moment updated?

The latest version of Moment is 1.0, and it was last updated on October 16, 2026. Future updates will likely focus on adding new features and improving existing ones.

What languages does Moment support?

Moment offers full support for English, Simplified Chinese, and Traditional Chinese, catering to a global user base.